Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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Social Security Increase and Taxes
Beginning January 2023, Social Security checks will increase a whopping 8.7%! This is great news, but beware! Uncle Sam may think it’s great news as well.
Saving for Retirement - A Different Take on Discipline
Most Americans are working towards the stage of financial freedom commonly called retirement. This week we share what could possibly be the most important strategy you can have in retirement.
When Should I Take My Social Security?
Are you or your spouse nearing retirement? Here are some of the factors that could come into play with how to maximize not just your benefits, but your entire retirement.
The Retirement Nightmare
It doesn’t matter if you’re retired or just thinking about retiring…the fear of running out of money in retirement can turn your retirement dream into a nightmare.
401(k) Pitfalls and Opportunities
How you transition your 401(k) may not be as simple as it seems. There may be some crucial planning opportunities and/or pitfalls.
Rethinking Your Thinking
Make the decision to rethink your thinking and make sure that your future self won’t end up with any unacceptable regrets.
Is Your Retirement Portfolio Built to Last?
If two retirees both average 6.6% return over 30 years and take the same income in retirement, shouldn’t they both end up with the same amount of money? You may find the answer very surprising.
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Disclosure: Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.
